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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $102,314 |
LARSON GROSS PLLC2 years Filed as: LARSON GROSS Service code 10 2211 RIMLAND DRIVE · BELLINGHAM, WA 98226 | Accounting | $72,800 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $29,000 |
CREATIVE PLANNING LLC2 years Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $29,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,596 | $110,282-25.1% | $102,423-19.4% | $199,921-58.7% |
| Participation rate | 94.6% | 86.3%+8.3pp | 76.5%+18.1pp | 72.0%+22.6pp |
| Annual return | 33.14% | 35.75%-2.6pp | 29.42%+3.7pp | 34.28%-1.1pp |
| Employer contribution / active EE | $2,818 | $3,603-21.8% | $3,023-6.8% | $3,035-7.2% |
| Participant deferral / active EE | $6,129 | $6,376-3.9% | $5,054+21.3% | $5,089+20.4% |
| Admin fee / account holder | $105 | $122-13.8% | $9,455-98.9% | $269-60.9% |